See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,006 | $185,342-71.9% | $111,297-53.3% | $86,799-40.1% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 18.35% | 500.80%-482.5pp | 54.65%-36.3pp | 97.91%-79.6pp |
| Employer contribution / active EE | $2,340 | $2,246+4.2% | $2,731-14.3% | $2,405-2.7% |
| Participant deferral / active EE | $2,760 | $4,458-38.1% | $4,487-38.5% | $4,131-33.2% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |